Pricing

I am a 'fee-only' advisor. I do not make any commissions directly on any product or investment we place you in - which is by design.

I charge either a flat fee or an annual fee based on the assets I manage.

Comprehensive and Affordable Financial Planning

Fixed Rate Option

For clients with less than $150k of assets to invest at Rich Road Financial, or desiring my advice without the investment management, we charge an annual fee of $1,500, which can be paid in two payments during the year.

This fee includes:

Annual financial build and plan review

Major decision and purchase guidance

Retirement planning projections

Tax-planning projections

Insurance guidance

Stewardship advising

Portfolio Fee Approach

For clients with $150k+ of assets to invest at Rich Road Financial, we have a competitively priced tiered fee structure for comprehensive services. No additional fee is charged beyond $150k of investable assets.

Up to $1m 0.9%

$1m - $3m 0.7%

$3m - $5m 0.5%

$5m+ Negotiable

This fee includes:

Annual financial plan review

Major decision and purchase guidance

Retirement planning projections

Tax-planning projections

Insurance guidance

Stewardship advising

It also includes:

Investment management and rebalancing

Tax analysis on special distributions

Retirement income distribution planning

Pricing

I am a 'fee-only' advisor. I do not make any commissions directly on any product or investment we place you in - which is by design.

I charge either a flat fee or an annual fee based on the assets I manage.

Fixed Rate Option

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Portfolio Fee Approach